Peter Beech

Professional Development Consultant

London, England, United Kingdom

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Timeline
About me
Chartered Wealth Manager and Chartered Fellow | Helping Entrepreneurs, Business Owners & Families strategically manage, preserve, and grow their wealth.
Education
- CISI
  2014 - 2014
  Level 6 Certificate in Private Client Investment Advice & Management
- CISI
  2011 - 2012
  Level 4 Diploma in Investment Advice
  Securities; Investment Risk & Taxation; FSA Regulation and Professional Integrity
- Mountbatten Internship Programme
  2007 - 2008
- University of Cambridge International Examinations
  2007 - 2008
  Certificate in Information Management
- Royal Latin School
  -
- Goldsmiths, University of London
  2003 - 2006
  BA (Hons) English and Comparative Literature
Experience
- Citi
  Jan 2007 - Jan 2008
  Professional Development Consultant
- Barclays
  Jun 2008 - Sept 2008
  Assistant Relationship Manager, Retail & Wholesale Team
- HSBC
  Nov 2008 - Jan 2016
  - Relationship Manager
    Feb 2014 - Jan 2016
  - Client Service Executive, Saudi Arabia Desk, Middle East & North Africa
    Aug 2010 - Feb 2014
  - Client Service Executive, UHNW UK Team Support
    Nov 2008 - Aug 2010
- Santander Private Banking
  Feb 2016 - Jun 2020
  Private Banker
- RBC Wealth Management
  Jun 2020 - now
  Associate Director
Licenses & Certifications
- Private Client Investment Advice & Management
  Chartered Institute for Securities & Investment (CISI)
  Jun 2014
- Investment Advice Diploma
  Chartered Institute for Securities & Investment (CISI)
  Dec 2012
Honors & Awards
- Awarded to Peter Beech
  PAM Top 40 Under 40 2018 PAM Insight Ltd Apr 2018 The PAM Top 40 Under 40 programme is firmly established amongst private client professionals as a definitive guide to the rising stars in the private banking and private asset management sectors – the next generation’s leaders in the UK and UK offshore markets. This is both an annual report and an annual gathering, created to identify, recognise and promote the emerging leaders in the private banking and independent asset management segments of the market, include both women and men.